+730.1%
NVT vs GEN
+118.3%
+611.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | +7.0% | -2.9% | +9.9% | +7.6% |
| 30D | -2.3% | +2.1% | -4.4% | -3.0% |
| 3M | -3.1% | +19.7% | -22.8% | -7.6% |
| 6M | +47.0% | +33.3% | +13.8% | +35.5% |
| YTD | +56.2% | +11.1% | +45.1% | +50.2% |
| 1Y | +74.5% | +3.0% | +71.5% | +71.0% |
| 3Y | +184.0% | +57.9% | +126.1% | +148.1% |
| 5Y | +410.8% | +20.6% | +390.2% | +364.9% |
| All | +730.1% | +118.3% | +611.8% | +516.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling